Chips & Accelerators
Layer 2 of 10 — upstream tier
GPU designers, custom ASIC developers, HBM / DRAM suppliers, AI inference chips, networking silicon
Gpu Designers
Custom Asic Developers
Hbm Memory
Dram Nand
Ai Inference Chips
Networking Silicon
Securities (9)
| Ticker | Name | Sub-sector | Mkt Cap ($M) | AI Rev |
|---|---|---|---|---|
| NVDA | NVIDIA | Gpu Designers | 3,000,000 | 85% |
| AVGO | Broadcom | Custom Asic Developers | 800,000 | 40% |
| AMD | AMD | Gpu Designers | 250,000 | 45% |
| QCOM | Qualcomm | Ai Inference Chips | 190,000 | 25% |
| ARM | Arm Holdings | Ai Inference Chips | 160,000 | 30% |
| MU | Micron Technology | Hbm Memory | 120,000 | 35% |
| INTC | Intel | Gpu Designers | 100,000 | 15% |
| MRVL | Marvell Technology | Custom Asic Developers | 75,000 | 45% |
| MCHP | Microchip Technology Incorporated | Gpu Designers | 41,056 | 61% |
Signal Summary
Signal analysis for Chips & Accelerators is available to signed-in users.
Supply Chain Context
Upstream: Semiconductor Manufacturing
Downstream: Infrastructure, Cloud & Compute Platforms
Capex cycle: 4 quarters
Analysis as of 2026-02-26 14:32. Live data.